Client-Focused Financial Services Advisor

Bank of America; Jacksonville (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Bank of America in the United States is seeking a Customer Service Specialist to answer detailed questions about products, accounts, and financial services. You will educate clients about opportunities and refer them to specialists as needed.

You will triage requests, resolve complex inquiries with timely responses, and build strong relationships through effective communication and collaboration with teammates.

Qualifications

• High School diploma or equivalent is required.
• Strong communication and customer service skills are essential.
• Ability to learn bank products and apply guidelines in client interactions.

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries about accounts.
• Triages client requests and refers to appropriate internal specialists.
• Educates clients on value-added financial opportunities and maintains timely follow-up.

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Account Management

Written Communications

Decision Making

Emotional Intelligence

Result Orientation

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Bank of America in the United States is seeking a Customer Service Specialist to answer detailed questions about products, accounts, and financial services. You will educate clients about opportunities and refer them to specialists as needed.

You will triage requests, resolve complex inquiries with timely responses, and build strong relationships through effective communication and collaboration with teammates.